BWG
REZ icon

Beta Wealth Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beta Wealth Group’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$664K Buy
7,982
+1,084
+16% +$93.1K 0.27% 63
2025
Q4 		$570K Sell
6,898
-329
-5% -$27.6K 0.23% 72
2025
Q3 		$614K Buy
7,227
+179
+3% +$14.9K 0.24% 71
2025
Q2 		$580K Buy
7,048
+115
+2% +$9.48K 0.21% 61
2025
Q1 		$599K Sell
6,933
-1,172
-14% -$97.8K 0.22% 53
2024
Q4 		$657K Sell
8,105
-671
-8% -$57.5K 0.29% 53
2024
Q3 		$779K Sell
8,776
-465
-5% -$38.9K 0.35% 49
2024
Q2 		$711K Sell
9,241
-4,142
-31% -$302K 0.34% 52
2024
Q1 		$964K Buy
13,383
+6,149
+85% +$434K 0.47% 40
2023
Q4 		$532K Sell
7,234
-2,845
-28% -$191K 0.28% 57
2023
Q3 		$665K Buy
10,079
+412
+4% +$29.4K 0.39% 46
2023
Q2 		$708K Buy
9,667
+1,178
+14% +$84.1K 0.41% 46
2023
Q1 		$600K Sell
8,489
-1,405
-14% -$101K 0.34% 50
2022
Q4 		$676K Buy
9,894
+1,834
+23% +$129K 0.45% 45
2022
Q3 		$579K Buy
+8,060
New +$659K 0.42% 46

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return